Hupepak

[Hupepak @Hupepak]

@aleabitoreddit Hey Serenity, thoughts on buying this googl dip for long term portfolio?

[Hupepak @Hupepak]

@wliang @grok what avg cost basis for Leopold on $wyfi?

[Hupepak @Hupepak]

@kevinxu @lewismartell1 It’s a bot account. Check his feed lol

[Hupepak @Hupepak]

@aleabitoreddit $1M SEK is like $100K USD...that's tiny for a CEO

[Hupepak @Hupepak]

@wave3trades what's better risk/reward between $ASTS and $NBIS at current prices in your opinion?

[Hupepak @Hupepak]

@aleabitoreddit @aleabitoreddit thoughts on this bearish post on $AAOI?

https://t.co/Gy2z2bVo9W

[SasoEquity @saso_capital]

$CRDO earnings just signaled a major problem for $AAOI?

On AECs: Credo said active electrical cables are now “the preferred solution for rack connectivity and for many multi-rack deployments up to 7 meters.”

1000x greater reliability than commodity laser-based optical modules. At lower power.

That is $AAOI’s core market.

Then the ALC bombshell. Active LED Cables. Optical reach up to 30m using micro-LED instead of traditional lasers. AEC-class reliability with optical range. Management said ALCs could ramp with “very much similar” dynamics to AEC and ZeroFlap.

Meaning fast. And big.

That is the rest of $AAOI’s market.

Credo also said hyperscalers are no longer optimizing for lowest module cost. The priority is now “reliability, power efficiency, signal integrity and telemetry.”

ZeroFlap optics carry 3-digit ASPs vs 2-digit for commodity components. “Meaningful improvement in network reliability, time to cluster stability, and long term uptime.”

Hyperscalers are telling you they will pay more for better.

That is the opposite of what commodity transceiver suppliers need to hear.

$AAOI’s exposure is concentrated in exactly the undifferentiated short-reach laser modules that:

AEC displaces under 7m
ALC targets out to 30m

As buying criteria shift from unit cost to uptime and power, the addressable market for commodity optics at short distances is shrinking.

$CRDO is not just growing. It is eating the market that $AAOI needs to survive.

[Hupepak @Hupepak]

@DraupnirAlpha Best way to get into this if you’re in the US?

[Hupepak @Hupepak]

@FilmDre Wait what fight already happened?

[Hupepak @Hupepak]

@realkevink Hit me with the invite mate 🙏

[Hupepak @Hupepak]

@bobaoppa Caop2gqKPBzNNa9HZRAXLqoUQu32SSUU542FBCLhPr67

[Hupepak @Hupepak]

@DamiDefi @0xdermawan Can zerion be used to alert you when a certain wallet makes a transaction?

[Hupepak @Hupepak]

@Immutable @0xPolygon Is Immutable moving away from StarkEx then?

[Hupepak @Hupepak]

@ThaWeasle What are your thoughts on InnerG and Peek?

[Hupepak @Hupepak]

@crypto_progress @ThenaFi_ @Thena_Fi @Dr_Liquid_ Thanks mate. How do you mentally think about the tokens you lock up? Do you treat them as sunk cost (locked very long time and unlikely to to retrieve their value in the future), or still as “money” (there is still chance it retains some values years down the line)?

[Hupepak @Hupepak]

@m1crogr00ve @ThenaFi_ @MuonIntern Sorry noob q: what does “reset” mean?

[Hupepak @Hupepak]

@crypto_progress @ThenaFi_ @Thena_Fi @Dr_Liquid_ I see, What duration of lock would you suggest? Can you sell the nfts or there are not really any liquidity (eg noone buying)

[Hupepak @Hupepak]

@ChadCaff @NINIHILLS_ What caused the discrepancy in numbers? why would real mktcap be less than 10% of what dexscreener shows?